Institutional Ownership First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS). We have compiled data on the 572 institutions that hold shares in the stock, with a total of 65.8 Million shares, which have been reported (via 13F filing form) to have a value of $6.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
420
shares
|
$38,535
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
414
shares
|
$37,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
381
shares
|
$34,956
0.01% of portfolio
|
Q4 2022
Reduced 26.02%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
368
shares
|
$33,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
350
shares
|
$32,112
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
338
shares
|
$31,011
0.02% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
320
shares
|
$29,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
320
shares
|
$29,360
0.01% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
312
shares
|
$28,626
0.0% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
301
shares
|
$27,616
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
279
shares
|
$25,598
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
275
shares
|
$25,231
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
255
shares
|
$23,396
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
246
shares
|
$22,570
0.01% of portfolio
|
Q2 2025
Reduced 16.61%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
237
shares
|
$21,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
200
shares
|
$18,350
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
200
shares
|
$18,350
0.02% of portfolio
|
Q2 2024
Reduced 99.11%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
200
shares
|
$18,350
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$18,350
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
199
shares
|
$18,258
0.0% of portfolio
|
Q1 2025
Reduced 82.68%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
197
shares
|
$18,074
0.0% of portfolio
|
Q1 2025
Added 19600.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
173
shares
|
$15,872
0.01% of portfolio
|
Q1 2025
Added 133.78%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
162
shares
|
$14,863
0.0% of portfolio
|
Q2 2024
Added 0.62%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
153
shares
|
$14,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
141
shares
|
$12,936
0.0% of portfolio
|
Q1 2023
Reduced 75.26%
|